S-Reits
CapitaLand Integrated Commercial Trust’s H2 DPU rises 9.4% to S$0.0596
Distributable income up 16.4% at S$449 million
Aims Apac Reit 9M DPU rises 2.5% to S$0.0725 on higher rental reversions, cost efficiencies
The distribution will be paid on Mar 26, after the record date on Feb 16
ESR-Reit eyes S$8 billion AUM over five years, targets 8-10% unitholder returns
These goals will be achieved through selective redevelopments and acquisitions, while actively paring short land lease assets
Pockets of strength in S-Reits
The tide is rising for S-Reits, but the recovery favours those with strong balance sheets and the right sector exposure
S-Reits set for first DPU recovery in four years: Julius Baer
Singapore’s retail and office sectors are well placed to benefit in 2026, says analyst
S-Reits’ turn to shine in Q4 as lower interest rates fuel returns
Analysts are particularly bullish on the office sector
Macquarie names under-the-radar stock picks it says can deliver total returns of 24%
Favourable factors include stock market reforms, lower rates and a strengthening Singapore dollar
‘Steepest discount’: Analysts bullish on office picks after S-Reits’ best run since 2019
Office S-Reits are undervalued, trading at the steepest discount to book value among this asset class
RHB ‘slightly negative’ on Keppel Reit’s MBFC deal, advises switch to Suntec Reit
Meanwhile, DBS Group Research says office S-Reits offer ‘brightest prospect’ in 2026
Hongkong Land should do a listed Reit with its Singapore commercial properties instead of a private fund
A Reit is a permanent platform that can grow
